Hartford Municipal Opportunities ETF
HMOP
57 hedge funds and large institutions have $244M invested in Hartford Municipal Opportunities ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
21% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 19
17% more capital invested
Capital invested by funds: $209M → $244M (+$34.9M)
8% more funds holding
Funds holding: 53 → 57 (+4)
1.91% more ownership
Funds ownership: 74.17% → 76.08% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
+$14.2M |
| 2 |
EFL
ERn Financial LLC
Middleton,
Wisconsin
|
+$7.82M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.63M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.81M |
| 5 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$3.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$12M |
| 2 |
SC
Sepio Capital
Salt Lake City,
Utah
|
-$7.21M |
| 3 |
EWP
Engrave Wealth Partners
The Woodlands,
Texas
|
-$5.48M |
| 4 |
Jane Street
New York
|
-$4.57M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
51
Old Mission Capital
Chicago,
Illinois
| $208K | +$205K | +5,531 | New |
|
52
UBS Group
Zurich,
Switzerland
| $103K | +$32.1K | +864 | +46% |
|
|
HNWAG
53
High Net Worth Advisory Group
Naples,
Florida
| $93.9K | – | – | – |
|
|
HI
54
Harbour Investments
Madison,
Wisconsin
| $61K | +$33K | +890 | +121% |
|
|
WWMSC
55
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $9.75K | – | – | – |
|
56
Fidelity Investments
Boston,
Massachusetts
| $526 | +$519 | +14 | New |
|
|
EWP
57
Engrave Wealth Partners
The Woodlands,
Texas
| – | -$5.48M | -150,373 | Closed |
|
|
58
Jane Street
New York
| – | -$4.57M | -125,448 | Closed |
|
|
FTUS
59
Flow Traders U.S.
New York
| – | -$1.34M | -36,890 | Closed |
|
|
TI
60
Tidal Investments
Milwaukee,
Wisconsin
| – | -$696K | -19,098 | Closed |
|
|
LNC
61
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$488K | -13,384 | Closed |
|
|
SWM
62
Spire Wealth Management
Mclean,
Virginia
| – | -$76K | -2,099 | Closed |
|
HMOP Hedge Fund Activity: Q4 2022 in Review
57 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hartford Municipal Opportunities ETF (HMOP) for Q4 2022, worth a combined $244M — up 17% from $209M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new HMOP positions and 7 closed out — a net gain of 5 holders — while 23 added to existing stakes and 19 trimmed.
The largest buyer was Legacy Wealth Management (Tennessee), opening a new position worth an estimated $14.2M. The largest seller was Osaic Holdings, cutting an estimated $12M.
- 57 institutional investors held Hartford Municipal Opportunities ETF (HMOP) as of Q4 2022, up from 53 in Q3 2022.
- Funds reported $244M of Hartford Municipal Opportunities ETF stock for Q4 2022, up 17% quarter-over-quarter.
- 12 funds opened new Hartford Municipal Opportunities ETF positions in Q4 2022 and 7 closed out, a net change of +5 holders.
- The largest Hartford Municipal Opportunities ETF buyer in Q4 2022 was Legacy Wealth Management (Tennessee), an estimated $14.2M added.
- The largest Hartford Municipal Opportunities ETF seller in Q4 2022 was Osaic Holdings, an estimated $12M sold.
Based on aggregated 13F filings for Q4 2022.